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Filter by name, location, specialty, or legal structure. All data from public SEC filings.

Advisory firms — LLCs, partnerships, and sole proprietors that households typically hire directly.

29,903 advisers found

Advisory firmLLCWebsite listed

BOOTHBAY FUND MANAGEMENT

New York, NY

AUM

$17.99B

Licensed in NY
NY
Wealth Mgmt
  • Portfolio management (pooled vehicles)
  • Selection of other advisers

Team

18 advisors

Clients

—

Fees

Percentage of AUM · Performance-based fees +1 more

View detailsVisit website
Advisory firmLLCWebsite listed

MERCURY ADVISORY, LLC

San Francisco, CA

AUM

$17.94B

Licensed in AL, AK, AZ +50 states
ALAKAZARCACO+47
Wealth MgmtInstitutional
  • Portfolio management (individuals)
  • Portfolio management (institutions)

Team

4 advisors

Clients

—

Fees

Percentage of AUM

View detailsVisit website
Advisory firmLLCWebsite listed

WE FAMILY OFFICES

Coral Gables, FL

AUM

$17.75B

Licensed in NY, CT, FL
NYCTFL
Financial PlanningWealth MgmtTrusts & Estates
  • Financial planning
  • Portfolio management (individuals)
  • Selection of other advisers

Team

35 advisors

Clients

101-250

Fees

Percentage of AUM · Fixed fees +1 more

View detailsVisit website
Advisory firmOther (specify)Website listed

WELLINGTON MANAGEMENT JAPAN PTE LTD

Tokyo

AUM

$17.75B

Single-office firm
Wealth MgmtRetirementInstitutional
  • Portfolio management (individuals)
  • Portfolio management (pooled vehicles)
  • Portfolio management (institutions)

Team

9 advisors

Clients

—

Fees

Percentage of AUM · Fixed fees +1 more

View detailsVisit website
Advisory firmLLCWebsite listed

F/M INVESTMENTS LLC

Washington, DC

AUM

$17.74B

Licensed in AL, AK, AZ +48 states
ALAKAZARCACO+45
Wealth MgmtTrusts & EstatesRetirementInstitutional
  • Portfolio management (individuals)
  • Portfolio management (investment companies)
  • Portfolio management (pooled vehicles)

Team

46 advisors

Clients

—

Fees

Percentage of AUM; Fixed fees

View detailsVisit website
Advisory firmLLCWebsite listed

AMPLIFY ETFS

Lisle, IL

AUM

$17.70B

Licensed in IL
IL
Wealth Mgmt
  • Portfolio management (investment companies)
  • Portfolio management (pooled vehicles)
  • Selection of other advisers

Team

5 advisors

Clients

0

Fees

Percentage of AUM

View detailsVisit website
Advisory firmLLCWebsite listed

INVESCO LOAN MANAGER, LLC

New York, NY

AUM

$17.69B

Licensed in CO, IL, NY, TX
COILNYTX
Wealth Mgmt
  • Portfolio management (pooled vehicles)

Team

66 advisors

Clients

—

Fees

Percentage of AUM; Performance-based fees

View detailsVisit website
Advisory firmLLCWebsite listed

MODERA WEALTH MANAGEMENT, LLC

Westwood, NJ

AUM

$17.68B

Licensed in AL, AZ, CA +40 states
ALAZCADEDCGA+37
Financial PlanningWealth MgmtTrusts & EstatesRetirement
  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)

Team

106 advisors

Clients

More than 500

Fees

Percentage of AUM · Hourly charges +1 more

View detailsVisit website
Advisory firmLLCWebsite listed

GEOWEALTH MANAGEMENT LLC

Chicago, IL

AUM

$17.57B

Licensed in AL, AK, AZ +50 states
ALAKAZARCACO+47
Wealth MgmtTrusts & EstatesRetirementInstitutional
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Publication of periodicals

Team

20 advisors

Clients

—

Fees

Percentage of AUM; Fixed fees

View detailsVisit website
Advisory firmLLPWebsite listed

REDWHEEL

London

AUM

$17.32B

Single-office firm
Wealth MgmtInstitutional
  • Portfolio management (investment companies)
  • Portfolio management (pooled vehicles)
  • Portfolio management (institutions)

Team

51 advisors

Clients

—

Fees

Percentage of AUM · Performance-based fees +1 more

View detailsVisit website
Advisory firmOther (specify)Website listed

LIFE CYCLE INVESTMENT PARTNERS LIMITED

London

AUM

$17.30B

Single-office firm
Wealth MgmtRetirementInstitutional
  • Portfolio management (pooled vehicles)
  • Portfolio management (institutions)

Team

8 advisors

Clients

—

Fees

Percentage of AUM; Performance-based fees

View detailsVisit website
Advisory firmLLCWebsite listed

EVOKE ADVISORS

Los Angeles, CA

AUM

$17.29B

Licensed in AZ, AR, CA +35 states
AZARCACODEDC+32
Financial PlanningWealth MgmtTrusts & EstatesRetirement
  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (pooled vehicles)

Team

25 advisors

Clients

101-250

Fees

Percentage of AUM · Fixed fees +1 more

View detailsVisit website
Advisory firmLLCWebsite listed

CAPITAL WEALTH PLANNING, LLC

Naples, FL

AUM

$17.25B

Licensed in CA, PA, RI +4 states
CAPARITXNHCT+1
Wealth MgmtTrusts & EstatesInstitutional
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • PROVIDING SUB-ADVISORY SERVICES TO OTHER REGISTERED INVESTMENT ADVISERS

Team

6 advisors

Clients

—

Fees

Percentage of AUM

View detailsVisit website
Advisory firmLLCWebsite listed

INDEPENDENT ADVISOR ALLIANCE, LLC

Charlotte, NC

AUM

$17.23B

Licensed in AL, AK, AZ +49 states
ALAKAZARCACO+46
Financial PlanningWealth MgmtTrusts & EstatesRetirement
  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)

Team

247 advisors

Clients

101-250

Fees

Percentage of AUM · Hourly charges +1 more

View detailsVisit website
Advisory firmLLCWebsite listed

KOHLBERG & COMPANY

Mount Kisco, NY

AUM

$17.15B

Licensed in CA, MA
CAMA
Wealth MgmtInstitutional
  • Portfolio management (pooled vehicles)
  • Portfolio management (institutions)

Team

60 advisors

Clients

—

Fees

Percentage of AUM; CARRIED INTEREST AND PERCENTAGE OF OID ON LOANS ACQUIRED

View detailsVisit website
Advisory firmLLCWebsite listed

MANNING & NAPIER ADVISORS, LLC

Fairport, NY

AUM

$17.03B

Licensed in AL, AK, AZ +50 states
ALAKAZARCACO+47
Financial PlanningWealth MgmtTrusts & EstatesRetirement
  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (investment companies)

Team

159 advisors

Clients

More than 500

Fees

Percentage of AUM; MNA MAY NEGOTIATE THE FEE FOR CUSTOMIZED PORTFOLIOS AND SERVICES

View detailsVisit website
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